2018-2019 CCAeLearning Webinars

Lessons from the Best

During the CCAeLearning webinars, 2018 CCAE Prix d’Excellence recipients are among the presenters who share key lessons and how-tos from their award-winning initiatives. All CCAeLearning sessions are offered as a free professional benefit to CCAE members. An unlimited number of your staff can participate.

No matter the size of shop or type of school, participants will find scalable solutions to current advancement issues. Each CCAeLearning session explores project definition, design, conception, challenges, strategies to gain buy-in, and ongoing adjustments.

Presenting Partner: 

Upcoming Sessions:

February 14th 2019 - 1p.m. EST: Flow-through shares, a Selwyn House advancement story

What if you could offer your major donors a way to achieve their philanthropic goals much sooner than they thought?

Learn how Selwyn House School and many other charitable organizations in Canada are using the Pear Tree Canada’s Flow Through Donation Format to enable their donors to make significantly larger gifts not only to your organization but to many others as well.

This session will start with a simple explanation of what flow through shares are and how the Pear Tree Canada Flow Through Donation Format works. This will be followed by a presentation of how Selwyn House School first learned about flow through shares eight years ago and proceeded to involve its board members and other key donors to participate and then inform their friends and associates to participate and, of course, increase their capability to make larger gifts to the school.

The session will have time at the end for questions and discussion.

James McMillan, Director of Advancement, Selwyn House School

Jamie has been the Director of Advancement at Selwyn House School since 1987. He is part of a highly successful Advancement Team that has been responsible for raising significant capital and endowment funds for Selwyn House. The use of Flow Through Shares has been instrumental in the school's last two campaigns to encourage donors to realize their philanthropic goals not only to Selwyn House but to many other charities as well.

James was a member of Canadian Accredited Independent Schools’ Advancement Professionals (CAISAP) since 1987; a member of the Board of CAISAP since 1995; and President of CAISAP in 1997 and continues now as a member of ISAP Canada. He is currently on the Board of CCAE representing Independent Schools and is a member of CAGP and AFP.

Marilyn Anthony, Managing Director, Business Development, PearTree Canada

Marilyn brings over 20 years of major gift fundraising success to her role as Managing Director, Business Development at PearTree Canada, the leading provider of Flow Through Share Donations. Her capital campaign experience within organizations across Canada including CAMH, UW of Greater Victoria & Greater Toronto, Kids Help Phone, the Heart & Stroke Foundation of Ontario, University of Calgary, Oakville Trafalgar Memorial Hospital, and the Ontario College of Art & Design has been benefit to her role with PearTree, managing client relationships, charity outreach, marketing and government relations for the firm.



February 21st 2019 - 1p.m. EST: Life After Your Degree (LifeAYD): Engaging Alumni in Student Future-Readiness Programs

In the face of an increasingly "disrupting" job market, millennials are choosing universities that, in addition to a stellar education, provide the resources needed to prepare them for the world beyond the classroom. Spearheaded by McGill's Alumni Relation unit in University Advancement, in partnership with a variety of campus units, Life After Your Degree, or LifeAYD incorporates both existing and original career exploration, job preparedness and life transition activities and events that are delivered to students by career professionals and alumni, on campus, in key regions and virtually. Learn how students, alumni, and - your engagement metrics! – can reap the benefits of alumni contributions to your student-future-readiness programs.

Learning Objectives:
  1. How to build effective and complementary working relationships with campus partners and student groups
  2. How to build meaningful experiential opportunities for students that satisfy the University's co-curricular requirement, while ensuring alumni satisfaction
  3. How to leverage your alumni network to amplify experiential learning opportunities for students

Alumni Engagement professionals, student and young alumni program developers, other campus professionals with student career planning portfolios

Kay Dass, Student and Young Alumni Program Officer, Alumni Relations, McGill University

Kay has over ten years' experience working in University Advancement at McGill, from event coordination and volunteer management, to implementing programs for students, young alumni and parents. To strengthen the culture of philanthropy on campus, Kay engages students, young alumni and others to bolster recruitment/yield efforts, mentoring/job shadowing programs, LifeAYS and affinity group activities, and more.

Chelsea Bell, Student and Young Alumni Programs Associate, Alumni Relations, McGill University Advancement

Chelsea has over five years' experience in University Advancement at McGill. In her current role, she develops engagement programs that connect students to alumni through mentoring/job shadowing, LifeAYD and online chat-based events, and financial support for student-run and student-focused projects and more.



April 18th 2019 - 1 p.m. EST: Varsity Engagement Strategy

In 2018, Lakehead University won a Prix d’Excellence in the category for Best Alumni Initiative for their varsity engagement program. Learn about a tried and proven new strategy to engage alumni (and potential donors!) using distance to your advantage!

Learning Objectives:
  1. How to find new & innovative ways collaborate with internal colleagues
  2. Overcome the barriers related to distance and create opportunities to engage with alumni who have moved away since graduation
  3. Turn engagement into dollars for your fundraising needs or objectives

Annual Giving, Alumni Relations, Advancement staff tasked with managing volunteers, committees and boards.

Mark Tilbury, Annual Fund and Alumni Engagement Director, Lakehead University

Mark Tilbury believes that you get out of something what you put into it. Following this philosophy has made him an exceptional Lakehead supporter for 27 years. A graduate of the school’s Faculty of Business, he became Lakehead’s director of alumni and community relations and he’s been busy engaging with grads across the world ever since. In 2017 his title changed to annual fund and alumni engagement director, and he continues to serve as Executive Director of the Alumni Association.



April 25th 2019 - 1 p.m. EST: Planning and winning a Mini Campaign

The webinar will cover the elements required to successfully win a Mini Campaign.

Topics covered will be: prospect identification, volunteer recruitment and training, solicitation and stewardship.

Learning Objectives:
  1. How to identify qualified prospects
  2. How to recruit effective volunteers
  3. How to make a successful solicitation
  4. Effective stewardship

Iain Boyd, Chief Campaign Officer, Xaverian Fund, St Francis Xavier University

Iain Boyd, Chief Campaign Officer, Xaverian Fund at St Francis Xavier University has had twenty-seven years of fundraising experience.

Iain is a seasoned fundraising professional with wide experience covering annual giving, planned giving, campaign planning, capital campaigns, stewardship and event planning.

Over those years, he has held the positions of Development Officer, Director of Development, Director of Advancement Relations and Acting Director of Alumni Affairs.